Wednesday, January 4, 2017

Partners Advantage Announces Move to Salesforce


Partners Advantage Announces Move to Salesforce

Riverside, CA (December 30, 2016) – Partners Advantage Insurance Services, LLC announced its customer relationship management platform will now be powered by Salesforce, the world's #1 CRM solution. The new technology platform is designed to allow Partners Advantage to better serve its distribution network, including independent financial professionals and agencies across the country. The system easily integrates with other software to help the company communicate effectively and operate more efficiently. It positions Partners Advantage to provide more data driven services and sales analysis for its customers in the years ahead.

The company's migration from its current system to Salesforce is now underway and will be completed by the end of January 2017. All year-end production reporting, commissions and sales related information will be processed using existing systems technology.

Very few interruptions in service are expected due to the move, except that the company's "Smart Search" system will be down for a few weeks during the system transition. Please contact your Partners Advantage case manager or brokerage director if you have any questions, concerns or additional needs during the migration.

"We are very pleased about our move to Salesforce and look forward to enhancing our operational effectiveness and providing improved analytics and business reporting to our distribution network as a result of the options available through this platform, stated Partners Advantage President James Wong." Technology leadership has long been a priority at Partners Advantage and Salesforce will allow us to continue as an industry leader.

About Partners Advantage Insurance Services 
Partners Advantage Insurance Services, LLC, is a national insurance marketing organization with 60 associates located in offices across the country. It is one of the nation’s largest marketers of life insurance, annuity and linked benefit products.  The company provides personal assistance by phone 12 hours each business day from 7 a.m. to 7 p.m. Central with several offices across the United States. The seasoned staff includes a full-time suitability and compliance officer, in-house underwriter and an advanced markets specialist. 
For more information about Partners Advantage, visit